Capstone Investment Advisors’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-57,396
| Closed | -$534K | – | 1971 |
|
|
2025
Q4 | $534K | Sell |
57,396
-137,775
| -71% | -$1.22M | ﹤0.01% | 1130 |
|
|
2025
Q3 | $1.56M | Buy |
195,171
+168,946
| +644% | +$1.41M | 0.01% | 863 |
|
|
2025
Q2 | $221K | Buy |
+26,225
| New | +$249K | ﹤0.01% | 1501 |
|
|
2023
Q1 | – | Sell |
-6,528
| Closed | -$89.9K | – | 1746 |
|
|
2022
Q4 | $89.9K | Sell |
6,528
-18,691
| -74% | -$258K | ﹤0.01% | 1412 |
|
|
2022
Q3 | $340K | Buy |
25,219
+14,066
| +126% | +$220K | 0.01% | 1373 |
|
|
2022
Q2 | $184K | Buy |
11,153
+3,947
| +55% | +$69.6K | ﹤0.01% | 1432 |
|
|
2022
Q1 | $135K | Sell |
7,206
-131,465
| -95% | -$2.43M | ﹤0.01% | 1818 |
|
|
2021
Q4 | $2.47M | Buy |
138,671
+79,949
| +136% | +$1.47M | 0.04% | 1058 |
|
|
2021
Q3 | $1.19M | Buy |
58,722
+31,871
| +119% | +$704K | 0.02% | 1349 |
|
|
2021
Q2 | $617K | Buy |
+26,851
| New | +$669K | 0.01% | 1344 |
|
|
2021
Q1 | – | Sell |
-50,860
| Closed | -$1.2M | – | 2155 |
|
|
2020
Q4 | $1.12M | Buy |
50,860
+22,103
| +77% | +$480K | 0.04% | 1047 |
|
|
2020
Q3 | $616K | Buy |
28,757
+23,499
| +447% | +$534K | 0.03% | 1132 |
|
|
2020
Q2 | $114K | Buy |
+5,258
| New | +$107K | 0.01% | 1259 |
|
|
2020
Q1 | – | Sell |
-18,552
| Closed | -$455K | – | 1514 |
|
|
2019
Q4 | $497K | Buy |
+18,552
| New | +$481K | 0.02% | 1148 |
|
|
2017
Q3 | – | Sell |
-190,510
| Closed | -$3.63M | – | 770 |
|
|
2017
Q2 | $3.63M | Buy |
+190,510
| New | +$3.69M | 0.17% | 176 |
|
|
2016
Q4 | – | Sell |
-99,015
| Closed | -$2.06M | – | 1160 |
|
|
2016
Q3 | $2.06M | Buy |
99,015
+80,169
| +425% | +$1.65M | 0.11% | 254 |
|
|
2016
Q2 | $361K | Buy |
+18,846
| New | +$366K | 0.02% | 537 |
|
|
2016
Q1 | – | Sell |
-61,274
| Closed | -$1.1M | – | 803 |
|
|
2015
Q4 | $1.1M | Buy |
61,274
+51,174
| +507% | +$966K | 0.06% | 231 |
|
|
2015
Q3 | $185K | Buy |
+10,100
| New | +$192K | 0.01% | 377 |
|
Other funds holding WU
VPM
VCM
